Templeton and Phillips Capital Management, LLC recently released some rare videos of John Templeton on YouTube which were previously only available on VHS. In this interview with Money World, John Templeton discusses the three things he does that distinguishes him from Philip Fisher and Warren Buffett. Here’s an excerpt from … Read More
Berkshire Hathaway Net Sellers
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Berkshire Hathaway Net Sellers. Here’s an excerpt from the episode: Tobias: People love Warren. The big takeaway, I think, is that they’re still net sellers. They’ve been punching out– They sold $2.1 billion of stock, … Read More
Call Options Are Like Lottery Tickets
During his recent interview on The Acquirers Podcast with Tobias, William L Silber, author of The Power of Nothing To Lose discussed Call Options Are Like Lottery Tickets. Here’s an excerpt from the interview: Tobias: You see this manifest in the real world as well. You give the example of investors … Read More
(Ep.125) The Acquirers Podcast: William L. Silber – Hail Mary, The Power Of Nothing To Lose
In this episode of The Acquirers Podcast, Tobias chats with William L Silber, author of The Power of Nothing To Lose: The Hail Mary Effect in Politics, War, and Business. During the interview William provided some great insights into: The Hail Mary Effect In Investing Call Options – Big Upside, … Read More
Seth Klarman Top 10 Holdings (Q2 2021)
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Howard Marks: How To Recognize When The Odds Are Against You
In this presentation, Howard Marks discusses how to identify when the odds are against you. Here’s an excerpt from the presentation: What causes the losing tickets to outnumber the winning tickets in the bowl? In my opinion they’re things like this: A high level of investor optimism as I discussed. … Read More
John Rogers: More Than Ever, The Greatest Opportunites Are In Small-Caps
In his recent interview on Bloomberg, John Rogers explained why more than ever, the greatest opportunities are in small-caps. Here’s an excerpt from the interview: Rogers: From the very beginning when we started Ariel 38 years ago we were heavily influenced by the place that I used to work William … Read More
N N Taleb: Connectivity Has Created The Winner-Take-All Effect
In his recent conversation with Stephen Wolfram at the Wolfram Summer School 2021, Nassim Taleb discussed how connectivity has created the winner-take-all effect. Here’s an excerpt from the conversation: Okay the difference that we have today is that the tails are more important and let me explain how that happened, … Read More
Stock In Focus – TAM Stock Screener – Sibanye Stillwater Ltd (NYSE: SBSW)
As part of our ongoing series here at The Acquirer’s Multiple, we provide this feature article titled ‘Stock in Focus‘ where we focus on one of the stocks from our Stock Screeners. One of the cheapest stocks in our Stock Screeners is Sibanye Stillwater Ltd (NYSE: SBSW). Sibanye Stillwater Ltd is a … Read More
This Week’s Best Value Investing News, Research, Podcasts 8/20/2021
This week’s best investing news: Here We Go Again… (Jamie Catherwood) A Look at the Valuation of the Major Investing Factors (Validea) Would You Have Found Berkshire Hathaway in 1975? (Morningstar) How to Remember What You Read (Farnam Street) Bill Ackman’s SPAC Gets Sued (NY Times) James Montier – Part 1: Inflation – … Read More
Qurate Has A Big Decision To Make Right Now
In their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Qurate Has A Big Decision To Make Right Now. Here’s an excerpt from the episode: Bill: Well, I’m going to talk Qurate, but it doesn’t have to be Qurate. I just think it’s a really … Read More
GMO: When The Ducks Are Quacking, Feed ‘Em – Stock Issuance Highest Ever
In their latest market insight, GMO illustrate further signs of today’s bubble with stock issuance at its highest ever. Here’s an excerpt from the insight: WHEN THE DUCKS ARE QUACKING, FEED ‘EM Stock issuance highest ever, as firms and Wall Street know when it’s time to sell to eager buyers … Read More
This Acquirers Multiple Stock Is Appearing In Dalio, Simons, Halvorsen Portfolios
Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, … Read More
VALUE: After Hours (S03 E30): Warren Buffett’s Berkshire Hathaway Earnings, How To Meet & Greet, $QRTEA
In this episode of the VALUE: After Hours Podcast, Jake Taylor, Bill Brewster, and Tobias Carlisle chat about: Qurate Has A Big Decision To Make Right Now Warren Buffett’s Berkshire Hathaway Earnings The Game Theory of Greetings What’s Going On With The SEC Dark Stock Rule Change 15c2-11 Chinese Stocks … Read More
Tesla’s Accounting
During his recent interview on The Acquirers Podcast with Tobias, Jamie Powell, reporter at FT Alphaville discussed Tesla’s Accounting. Here’s an excerpt from the interview: Jamie: I think that was a good one. I’ve also been following Tesla for a long time but not so much on the new side of … Read More
One Stock Superinvestors Are Buying Or Holding
As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, … Read More
Tom Gayner: Interest Rates Are Like An Inverse Correlation To Curfew
In this interview on the SNN Network, Tom Gayner explains why interest rates are like an inverse correlation to curfew. Here’s an excerpt from the interview: Gayner: Yes I do think there are a lot of things in today’s market that cause me to to scratch my head. Not the … Read More
Exposing Solutions 30
During his recent interview on The Acquirers Podcast with Tobias, Jamie Powell, reporter at FT Alphaville discussed Exposing Solutions 30. Here’s an excerpt from the interview: Tobias: In that period of time, what are the biggest stories that you’ve identified? You’ve been able to pull anything out of just looking at … Read More
Michael Burry Top 10 Holdings (Q2 2021)
One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More
Rich Pzena: The One Thing Joel Greenblatt Taught Me To Achieve Outstanding Results
In this interview on the [i3] Podcast, Rich Pzena discusses the one thing that Joel Greenblatt taught him which helped him to achieve outstanding results. Here’s an excerpt from the interview: Pzena: He had one view right, he said to me I don’t believe in pure value investing. I think … Read More